How to leverage documentation

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Learn about the overriding strategic philosophy for documenting employee problems; tips for maximizing the documentation experience; and going beyond the incident report—the huge benefit of handwritten information from the employee.

- Have you ever reached the end of the month or year…and had to reconstruct your mileage or expenses?…Painful, isn't it?…It's equally as painful…trying to construct all the interactions…and communications that occurred…when dealing with an employee problem…when there's no timely documentation.…Double pain.…What do I mean by documentation?…The exact definition is…a piece of written, printed, or electronic matter…that provides information or evidence…or that serves as an official record.…

The key word here is record.…Everything about what happens related to employee problems…needs to be recorded.…Take nothing for granted.…The phrase official record sounds very important and it is.…In fact, one of the crucial reasons…why documentation should occur…is to have all necessary information…not only for talent management,…but also should any legal event occur.…No matter what forms are used…whether typed, handwritten, verbal or visual recordings,…the documentation needs to demonstrate…that your company has a thorough protocol.…

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Author

Released

10/9/2017

Every company has people problems. Managing them is one of the core responsibilities for human resources. So how should an HR professional approach the inevitable conflicts that can arise in the workplace? In this course, JoAnn Corley explains the role of an administrator—enforcing policy and legal rules—as well as the need and role of an advisor—coaching and viewing problems as opportunities for growth. First, get an overview of the most common employee problems and why they can present a legal risk to your company. Then learn why, as with most HR functions, problem management starts by putting a good process in place. Discover the importance of training and documentation, and find out how to circle back to the employee handbook when problems occur. JoAnn also explains how to move from the administrator to the advisor mindset by having conversations with employees and partnering with their managers to move situations forward. She shares real-life scenarios that allow you to see how to handle problems in practice, and possibly even anticipate problems before they happen.